Modern Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
70,577
+39,012
| +124% | +$1.91M | 0.09% | 200 |
|
|
2025
Q1 | $1.57M | Sell |
31,565
-2,950
| -9% | -$146K | 0.05% | 242 |
|
|
2024
Q4 | $1.73M | Buy |
34,515
+16,954
| +97% | +$850K | 0.06% | 195 |
|
|
2024
Q3 | $898K | Buy |
17,561
+12,559
| +251% | +$642K | 0.06% | 175 |
|
|
2024
Q2 | $251K | Sell |
5,002
-227
| -4% | -$11.4K | 0.02% | 343 |
|
|
2024
Q1 | $265K | Buy |
+5,229
| New | +$265K | 0.02% | 258 |
|